Pennsylvania Capital Management’s Dominion Energy D Stock Holding History

Pennsylvania Capital Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,031	Closed	-$238K	–	93
2021 Q4	$238K	Hold	3,031	–	–	0.08%	96
2021 Q3	$234K	Hold	3,031	–	–	0.1%	77
2021 Q2	$229K	Hold	3,031	–	–	0.11%	65
2021 Q1	$230K	Sell	3,031 -50	-2%	-$3.63K	0.14%	62
2020 Q4	$223K	Hold	3,081	–	–	0.15%	61
2020 Q3	$247K	Buy	+3,081	New	+$242K	0.19%	50
2020 Q2	–	Sell	-3,081	Closed	-$214K	–	119
2020 Q1	$214K	Hold	3,081	–	–	0.28%	43
2019 Q4	$255K	Buy	+3,081	New	+$252K	0.24%	47

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pennsylvania Capital Management's D Position: Q1 2022 in Review

Pennsylvania Capital Management sold out of Dominion Energy (D) in Q1 2022, closing a stake of 3,031 shares — an estimated $238K sold.

Pennsylvania Capital Management first reported a position in D in Q4 2019 and held it in 8 quarters. The position peaked at $255K in Q4 2019. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

Pennsylvania Capital Management reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
Pennsylvania Capital Management sold 3,031 Dominion Energy shares in Q1 2022, an estimated $238K.
Pennsylvania Capital Management first reported a position in Dominion Energy in Q4 2019 and held it in 8 quarters.
Pennsylvania Capital Management's Dominion Energy position peaked at $255K in Q4 2019.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on Pennsylvania Capital Management's 13F filing for Q1 2022, filed 15 Apr 2022.